Nasdaq - Delayed Quote USD
Virtus KAR Mid-Cap Growth I (PICMX)
62.64
+0.32
+(0.51%)
At close: May 30 at 8:01:58 PM EDT
Fund Summary
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of medium market capitalization companies. It invests in a select group of medium market capitalization growth companies believed by the subadviser to be undervalued relative to their future growth potential. Although the fund invests primarily in U.S. companies, it may invest in foreign securities and depositary receipts.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 65.38% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 14 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 0.61% |
| 5y Average Return | 4.79% |
| Rank in Category (ytd) | 37 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.18 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PICMX | Category Average | PICMX | Category Average | PICMX | Category Average | |
| Alpha | -8.33 | 0.01 | -9.99 | 0.01 | -1.42 | -0.02 |
| BETA | 1.18 | 0.01 | 1.17 | 0.01 | 1.1 | 0.01 |
| Mean Annual Return | 0.5 | 0.02 | 0.68 | 0.02 | 1.05 | 0.01 |
| R-squared | 77.57 | 0.82 | 68.86 | 0.79 | 69.33 | 0.8 |
| Standard Deviation | 21.89 | 0.23 | 22.78 | 0.19 | 20.41 | 0.17 |
| Sharpe Ratio | 0.06 | 0.01 | 0.23 | 0.01 | 0.52 | 0.01 |
| Treynor Ratio | -0.82 | 0.18 | 2.42 | 0.17 | 8.16 | 0.12 |
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